Arkos Global Advisors

CIK 0001769089 • 6 13F filings • May 15, 2025 – Aug 14, 2026

Import this data to Google Sheets with:

=jivedata("arkos-global-advisors","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

Filer information

Filed by: Arkos Global Advisors, CEO/Founder
Address: 4400 POST OAK PARKWAY, STE. 1950, HOUSTON, TX, 77027
Phone: 3463522360
AUM: $783K

AUM over time

$844K latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $783K124 positionsView on SEC.gov

			% of Portfolio
ALERIAN MLP ETF	ETF	$1K	0.2%Prev: 0.2%	28,910 SH	Increased
ALPHABET INC CAP STK CL A	Stock	$3K	0.4%Prev: 0.3%	10,031 SH	Increased-871 SH
ALPHABET INC CAP STK CL C	Stock	$334	0.0%Prev: 0.1%	1,065 SH	Decreased-2,930 SH
AMAZON COM INC COM	Stock	$2K	0.2%Prev: 0.3%	6,804 SH	Decreased-5,526 SH
AMERICAN EXPRESS CO COM	Stock	$361	0.0%Prev: 0.1%	976 SH	Decreased-368 SH
AMPLIFY CYBERSECURITY ETF	ETF	$209	0.0%Prev: 0.0%	2,606 SH	Decreased+63 SH
AMPLIFY JUNIOR SILVER MINERS ETF	ETF	$11K	1.4%	386,200 SH	New
APPLE INC COM	Stock	$4K	0.5%Prev: 0.5%	14,753 SH	Decreased-2,203 SH
APPLIED MATLS INC COM	Stock	$344	0.0%Prev: 0.0%	1,337 SH	Increased-152 SH
BANK MONTREAL MEDIUM COM	Stock	$332	0.0%	2,557 SH	New
BERKSHIRE HATHAWAY INC DEL CL B NEW	Stock	$733	0.1%Prev: 0.1%	1,459 SH	Decreased-155 SH
BLACKROCK CORPOR HI YLD FD INC COM	CEF	$116	0.0%	12,998 SH	New
BNY MELLON STRATEGIC MUNS INC COM	CEF	$290	0.0%Prev: 0.0%	45,627 SH	Decreased-2,100 SH
BOSTON SCIENTIFIC CORP COM	Stock	$378	0.0%Prev: 0.1%	3,962 SH	Decreased-5,402 SH
BROADCOM INC COM	Stock	$1K	0.2%Prev: 0.3%	3,788 SH	Decreased-2,922 SH
CANADIAN IMPERIAL BANK OF COMM COM	Stock	$638	0.1%Prev: 0.1%	7,044 SH	Increased
CHEVRON CORPORATION COM	Stock	$649	0.1%	4,258 SH	New
COCA COLA CO COM	Stock	$428	0.1%Prev: 0.1%	6,117 SH	Decreased-441 SH
COINBASE GLOBAL INC COM CL A	Stock	$524	0.1%Prev: 0.1%	2,318 SH	Decreased-26 SH
COSTCO WHOLESALE CORPORATION COM	Stock	$763	0.1%	885 SH	New
DOMINION ENERGY INC COM	Stock	$496	0.1%Prev: 0.1%	8,458 SH	Decreased-2,268 SH
DUKE ENERGY CORP NEW COM NEW	Stock	$615	0.1%Prev: 0.1%	5,248 SH	Decreased-675 SH
ELI LILLY & CO COM	Stock	$514	0.1%Prev: 0.1%	478 SH	Decreased-708 SH
ENTERPRISE PRODS PARTNERS L P COM	Stock	$351	0.0%Prev: 0.0%	10,950 SH	Decreased-1,444 SH
EXXON MOBIL CORP COM	Stock	$1K	0.1%Prev: 0.1%	8,325 SH	Increased+841 SH
FIDELITY WISE ORIGIN BITCOIN FUND	ETF	$8K	1.0%Prev: 1.1%	99,099 SH	Decreased+9,581 SH
FIRST TRUST LARGE CAP CORE ALPHADEX FUND	ETF	$517	0.1%Prev: 0.1%	4,359 SH	Increased-30 SH
FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND	ETF	$11K	1.4%Prev: 1.4%	287,832 SH	Increased+5,548 SH
FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF	ETF	$2K	0.2%Prev: 0.2%	49,244 SH	Increased+2,768 SH
GOLDMAN SACHS GROUP INC COM	Stock	$254	0.0%Prev: 0.1%	289 SH	Decreased-695 SH
GOLDMAN SACHS JUST U.S. LARGE CAP EQUITY ETF	ETF	$265	0.0%Prev: 0.0%	2,743 SH	Decreased-267 SH
HEALTHCARE RLTY TR CL A COM	REIT	$253	0.0%Prev: 0.0%	14,952 SH	Decreased
HOME DEPOT INC COM	Stock	$377	0.0%Prev: 0.1%	1,095 SH	Decreased-119 SH
INTEL CORP COM	Stock	$265	0.0%Prev: 0.0%	7,187 SH	Increased+250 SH
INVESCO PREFERRED ETF	ETF	$5K	0.6%Prev: 0.7%	402,698 SH	Decreased-49,663 SH
INVESCO QQQ TRUST SERIES I	ETF	$1K	0.2%Prev: 0.2%	2,115 SH	Increased+11 SH
INVESCO S&P 500 EQUAL WEIGHT ETF	ETF	$6K	0.8%Prev: 0.7%	32,958 SH	Increased+4,152 SH
ISHARES 1-3 YEAR TREASURY BOND ETF	ETF	$282	0.0%Prev: 0.0%	3,407 SH	Decreased-120 SH
ISHARES 20 YEAR TREASURY BOND ETF	ETF	$657	0.1%Prev: 0.1%	7,542 SH	Decreased
ISHARES 7-10 YEAR TREASURY BOND ETF	ETF	$58K	7.3%Prev: 7.0%	598,275 SH	Increased+29,597 SH
ISHARES CORE DIVIDEND GROWTH ETF	ETF	$8K	1.0%Prev: 1.0%	116,943 SH	Increased-568 SH
ISHARES CORE MSCI EAFE ETF	ETF	$93K	11.9%Prev: 11.2%	1,040,808 SH	Increased+35,379 SH
ISHARES CORE MSCI EMERGING MARKETS ETF	ETF	$20K	2.5%Prev: 2.4%	294,989 SH	Increased+7,542 SH
ISHARES CORE S&P 500 ETF	ETF	$628	0.1%Prev: 0.1%	917 SH	Increased+38 SH
ISHARES CORE S&P MID-CAP ETF	ETF	$28K	3.6%Prev: 3.5%	427,610 SH	Increased+10,786 SH
ISHARES CORE S&P SMALL CAP ETF	ETF	$17K	2.2%Prev: 2.1%	140,941 SH	Increased+3,076 SH
ISHARES ESG AWARE MSCI EAFE ETF	ETF	$348	0.0%Prev: 0.0%	3,656 SH	Decreased-422 SH
ISHARES ESG OPTIMIZED MSCI USA ETF	ETF	$439	0.1%Prev: 0.1%	3,148 SH	Decreased-291 SH
ISHARES GLOBAL REIT ETF	ETF	$3K	0.4%Prev: 0.4%	124,207 SH	Decreased+518 SH
ISHARES GOLD TRUST	ETF	$26K	3.3%Prev: 2.9%	315,204 SH	Increased+493 SH
ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF	ETF	$657	0.1%Prev: 0.1%	8,147 SH	Decreased-758 SH
ISHARES INTERNATIONAL SELECT DIVIDEND ETF	ETF	$1K	0.2%Prev: 0.1%	29,879 SH	Increased-35 SH
ISHARES MSCI ACWI ETF	ETF	$3K	0.4%Prev: 0.5%	23,704 SH	Decreased-2,744 SH
ISHARES MSCI EAFE ETF	ETF	$383	0.0%Prev: 0.0%	3,988 SH	Increased
ISHARES MSCI EUROZONE ETF	ETF	$452	0.1%Prev: 0.1%	7,051 SH	Increased
ISHARES NATIONAL MUNI BOND ETF	ETF	$50K	6.4%Prev: 6.6%	467,492 SH	Decreased-20,194 SH
ISHARES PREFERRED & INCOME SECURITIES ETF	ETF	$3K	0.3%Prev: 0.3%	84,144 SH	Increased+6,502 SH
ISHARES S&P 500 GROWTH ETF	ETF	$211	0.0%Prev: 0.0%	1,713 SH	Decreased-271 SH
ISHARES S&P 500 VALUE ETF	ETF	$350	0.0%Prev: 0.0%	1,651 SH	Increased
ISHARES SILVER TRUST	ETF	$1K	0.1%Prev: 0.5%	18,199 SH	Decreased-68,336 SH
ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF	ETF	$1K	0.1%	9,258 SH	New
JPMORGAN CHASE & CO COM	Stock	$1K	0.1%	3,307 SH	New
META PLATFORMS INC CL A	Stock	$401	0.1%Prev: 0.1%	607 SH	Decreased-264 SH
MICROSOFT CORP COM	Stock	$2K	0.2%Prev: 0.4%	3,210 SH	Decreased-3,340 SH
MONGODB INC CL A	Stock	$232	0.0%Prev: 0.0%	553 SH	Decreased-506 SH
NIKE INC CL B	Stock	$268	0.0%Prev: 0.0%	4,214 SH	Decreased-53 SH
NUVEEN AMT FREE MUN CR INC FD COM	CEF	$248	0.0%Prev: 0.0%	19,578 SH	Decreased-3,742 SH
NUVEEN ESG MID-CAP GROWTH ETF	ETF	$205	0.0%Prev: 0.0%	4,298 SH	Decreased-320 SH
NUVEEN MUN HIGH INCOME OPPORTU COM	CEF	$166	0.0%Prev: 0.0%	16,290 SH	Decreased-14,600 SH
NUVEEN QUALITY MUNCP INCOME FD COM	CEF	$278	0.0%Prev: 0.0%	23,168 SH	Decreased-3,614 SH
NVIDIA CORPORATION COM	Stock	$958	0.1%Prev: 0.3%	5,135 SH	Decreased-6,987 SH
PALANTIR TECHNOLOGIES INC CL A	Stock	$330	0.0%Prev: 0.0%	1,854 SH	Decreased-134 SH
PEPSICO INC COM	Stock	$356	0.0%Prev: 0.1%	2,478 SH	Decreased-1,532 SH
PHILIP MORRIS INTL INC COM	Stock	$216	0.0%Prev: 0.1%	1,346 SH	Decreased-1,354 SH
PIMCO 1-5 YEAR US TIPS INDEX EXCHANGE-TRADED FUND	ETF	$229	0.0%Prev: 0.0%	4,275 SH	Decreased+1 SH
PROCTER & GAMBLE CO COM	Stock	$411	0.1%	2,871 SH	New
ROYAL BK CDA COM	Stock	$303	0.0%Prev: 0.0%	1,780 SH	Increased
SALESFORCE INC COM	Stock	$250	0.0%Prev: 0.0%	945 SH	Decreased-260 SH
SCHWAB U.S. LARGE-CAP GROWTH ETF	ETF	$496	0.1%Prev: 0.1%	15,200 SH	Increased
SCHWAB U.S. MID-CAP ETF	ETF	$626	0.1%Prev: 0.1%	20,806 SH	Increased+7 SH
SHELL PLC SPON ADS	ADR	$700	0.1%Prev: 0.1%	9,525 SH	Increased-171 SH
SLB LIMITED COM STK	Stock	$245	0.0%Prev: 0.0%	6,382 SH	Decreased-1,590 SH
SOUTHERN CO COM	Stock	$586	0.1%Prev: 0.1%	6,720 SH	Decreased-286 SH
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST	ETF	$752	0.1%Prev: 0.1%	1,564 SH	Increased
SPDR GOLD SHARES	ETF	$26K	3.3%Prev: 3.0%	65,122 SH	Increased-1,511 SH
SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR	CEF	$2K	0.2%Prev: 0.2%	51,283 SH	Increased
STARBUCKS CORP COM	Stock	$271	0.0%Prev: 0.1%	3,220 SH	Decreased-3,348 SH
STATE STREET ENERGY SELECT SECTOR SPDR ETF	ETF	$384	0.0%	8,586 SH	New
STATE STREET FINANCIAL SELECT SECTOR SPDR ETF	ETF	$389	0.0%	7,107 SH	New
STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF	ETF	$6K	0.8%Prev: 0.8%	71,429 SH	Decreased-1,006 SH
STATE STREET SPDR DOW JONES GLOBAL REAL ESTATE ETF	ETF	$675	0.1%	14,996 SH	New
STATE STREET SPDR S&P 500 ETF	ETF	$51K	6.5%	75,033 SH	New
STATE STREET SPDR S&P DIVIDEND ETF	ETF	$473	0.1%Prev: 0.1%	3,398 SH	Decreased-44 SH
STATE STREET UTILITIES SELECT SECTOR SPDR ETF	ETF	$14K	1.8%	338,014 SH	New
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS	ADR	$204	0.0%Prev: 0.0%	671 SH	Decreased-423 SH
TARGA RES CORP COM	Stock	$271	0.0%Prev: 0.0%	1,469 SH	Increased-30 SH
TESLA INC COM	Stock	$768	0.1%Prev: 0.1%	1,707 SH	Increased+87 SH
TIMOTHY PLAN US LARGE/MID CAP CORE ETF	ETF	$211	0.0%	4,640 SH	New
UVEEN DIVIDEND ADV COM SH BEN INT	CEF	$280	0.0%	22,258 SH	New
VANECK GOLD MINERS ETF	ETF	$3K	0.4%Prev: 0.4%	36,673 SH	Increased
VANECK OIL REFINERS ETF	ETF	$267	0.0%Prev: 0.0%	7,116 SH	Increased
VANGUARD FTSE DEVELOPED MARKETS ETF	ETF	$804	0.1%Prev: 0.1%	12,871 SH	Decreased-730 SH
VANGUARD GROWTH ETF	ETF	$2K	0.2%Prev: 0.3%	3,787 SH	Decreased-567 SH
VANGUARD HIGH DIVIDEND YIELD INDEX ETF	ETF	$17K	2.2%Prev: 2.2%	120,392 SH	Increased-1,338 SH
VANGUARD INDUSTRIALS ETF	ETF	$282	0.0%Prev: 0.0%	946 SH	Increased
VANGUARD INFORMATION TECHNOLOGY ETF	ETF	$1K	0.2%Prev: 0.2%	1,621 SH	Increased
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF	ETF	$53K	6.7%Prev: 6.0%	629,567 SH	Increased+65,577 SH
VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF	ETF	$15K	1.9%Prev: 1.8%	166,484 SH	Increased-1,173 SH
VANGUARD MID-CAP ETF	ETF	$12K	1.5%Prev: 1.5%	40,011 SH	Decreased-158 SH
VANGUARD S&P 500 ETF	ETF	$112K	14.3%Prev: 14.3%	178,483 SH	Decreased-5,410 SH
VANGUARD S&P 500 GROWTH ETF	ETF	$634	0.1%Prev: 0.1%	1,427 SH	Increased
VANGUARD SHORT-TERM CORPORATE BOND ETF	ETF	$6K	0.7%Prev: 1.0%	71,327 SH	Decreased-27,038 SH
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF	ETF	$549	0.1%Prev: 0.1%	11,102 SH	Decreased
VANGUARD SMALL-CAP ETF	ETF	$8K	1.0%Prev: 1.0%	29,656 SH	Increased-122 SH
VANGUARD TOTAL BOND MARKET ETF	ETF	$50K	6.4%Prev: 5.8%	678,723 SH	Increased+63,243 SH
VANGUARD TOTAL INTERNATIONAL STOCK ETF	ETF	$1K	0.1%Prev: 0.1%	13,402 SH	Increased
VANGUARD TOTAL STOCK MARKET ETF	ETF	$772	0.1%Prev: 0.1%	2,303 SH	Increased+524 SH
VANGUARD VALUE ETF	ETF	$355	0.0%Prev: 0.0%	1,861 SH	Increased
VERIZON COMMUNICATIONS INC COM	Stock	$298	0.0%Prev: 0.1%	7,317 SH	Decreased-2,737 SH
VISA INC COM CL A	Stock	$226	0.0%Prev: 0.1%	644 SH	Decreased-1,562 SH
WALMART INC COM	Stock	$2K	0.2%Prev: 0.2%	13,929 SH	Decreased-2,372 SH
WILLIAMS COS INC COM	Stock	$522	0.1%Prev: 0.1%	8,685 SH	Decreased-651 SH
WISDOMTREE U.S. MIDCAP DIVIDEND FUND	ETF	$760	0.1%Prev: 0.1%	14,723 SH	Decreased-80 SH
WISDOMTREE U.S. SMALLCAP DIVIDEND FUND	ETF	$467	0.1%Prev: 0.1%	13,957 SH	Decreased-136 SH

Sold (vs prior filing)

3M CO COM — $208
ABBOTT LABS COM — $509
ACCENTURE PLC IRELAND SHS CLASS A — $400
ADOBE INC COM — $296
AIRBNB INC COM CL A — $231
AON PLC SHS CL A — $355
ARISTA NETWORKS INC COM SHS — $232
ARK INNOVATION ETF — $210
BANK AMERICA CORP COM — $302
BANK MONTREAL QUE COM — $333
BLACKROCK INC COM — $332
BLACKSTONE INC COM — $251
BOOKING HOLDINGS INC COM — $222
BROOKFIELD CORP CL A LTD VT SH — $344
CAMECO CORP COM — $222
CHEVRON CORP NEW COM — $585
CISCO SYS INC COM — $313
COSTAR GROUP INC COM — $208
COSTCO WHSL CORP NEW COM — $737
CREDICORP LTD COM — $205
… and 38 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 13, 2026	Q4 2025	13F-HR	0001769089-26-000001	$783K	View
Nov 14, 2025	Q3 2025	13F-HR	0001769089-25-000005	$785K	View
Aug 14, 2026	Q2 2026